ECB Preview—Ready For Liftoff
■ While the Euro area activity dataflow since the start of the war has been mixed, the incoming information points… »
Posts by: Editor - LMF International
China: Mapping potential tariff adjustments into RMB movements
■ With inflation running high in the US, rolling back some of the tariffs imposed by former President Trump on… »
Sticking with our strategic views
• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »
Strategy Espresso: What happens post peak inflation?
■ Headline inflation is at peak (US) or likely to peak in the next few months (Euro area and UK)… »
Global Markets Daily: China – Have interest rates bottomed?
■ The Chinese economy slowed dramatically in April amid Covid outbreaks and restrictions under the country’s zero-Covid policy. The PBOC… »
Ukraine: war-torn economy to shrink 40% in 2022; daunting financing, reconstruction task ahead
Dennis Shen -
Ukraine’s economy faces a 40% contraction in 2022 amid Russia’s continuing invasion. The country’s future creditworthiness depends on the war’s… »
Turning neutral on DM equities
• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »
ECB—More Urgency to Act
■ Recent ECB commentary suggests that the Governing Council is very likely to end QE at its June meeting and… »
Inflation, War, And COVID Drag On
Headwinds Are Eroding Credit Buffers On May 17, we announced downward revisions to our global macroeconomic base-case forecasts of between… »
EU Debt: The Only Way is Up
■ The Recovery and Resilience Facility (RRF) entered its main stage where every additional disbursement by the EU to a… »
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